Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

Four Strategies for Dentists to Avoid Financial Burnout

By Lauren Kearl, CFP®, Financial Advisor

TL;DR – Listen to the article post: On average, people make nearly 35,000 decisions a day (Psychology Today). Between being...

The Dentist’s Mid-Career Checkup: Why Burnout Often Hits After You’ve “Made It”

By Christine Uhen, BA, CEPA, Dentist Advisors & Taylor Sutterfield, CFP®, Dentist Advisors

The stability you worked years to reach can be the exact thing that opens the door to burnout. Here’s how...

Break the Burnout Cycle: Wellness Tools for Dentistry

Dentistry can be a deeply fulfilling profession, but it can also be demanding in ways that often go unnoticed. Long...

Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist – Episode #644

On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg...

Overcome Burnout and Find Balance in Dentistry – Episode #629

On this episode of the Dentist Money Show, Matt and Ryan join Elevation Association’s Dental Industry Expert Panel at their...

Reimagining Retirement: Strategies for a Fearless Transition – Episode #496

Working with a reduced schedule as you ease into retirement allows for a smoother transition, gives you added purpose, and...

The Dentist Money™ Show Celebrates 300 Episodes – Episode 300

What has been your favorite episode? Find out if it was one of our most downloaded podcasts. In our first...

Why a 10% Savings Rate Won’t Cut it for a Dentist – Episode 219

Your savings rate is what indicates if you’re on the path to financial security. On this episode of the Dentist...

How Much Money Are You Burning?

Do you know what your Burn Rate is? This simple calculation will help keep your spending in check. Watch this...

How Much Should a Dentist Be Saving?

Using a real client case study, Matt, Will, and Jake explore why the standard “save 20%” rule isn’t always the...

What Financial Rules Should Dentists Take Seriously?

What are the financial rules of thumb dentists should be following? On this episode of The Dentist Money Show, Matt...

The New Practice Owner’s Compensation Dilemma: What Smart Dentists Get Right from Day One

By Will Gochnour, CFP®, Sr. Financial Advisor & Christine Uhen, BA, CEPA, Practice Strategist

How to pay yourself fairly while building a practice designed to last Key takeaways: How should I structure my dental...